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Harbor Investment Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Harbor Investment Advisory’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3K Hold
150
– – ﹤0.01% 989
2026
Q1 		$15.5K Sell
150
-585
-80% -$60.2K ﹤0.01% 827
2025
Q4 		$75.3K Buy
+735
New +$75.7K 0.01% 569
2022
Q4 		– Sell
-180
Closed -$17K – 1377
2022
Q3 		$17K Hold
180
– – ﹤0.01% 946
2022
Q2 		$18K Hold
180
– – ﹤0.01% 928
2022
Q1 		$19K Buy
180
+140
+350% +$14.7K ﹤0.01% 949
2021
Q4 		$4K Hold
40
– – ﹤0.01% 1177
2021
Q3 		$4K Hold
40
– – ﹤0.01% 1181
2021
Q2 		$4K Hold
40
– – ﹤0.01% 1123
2021
Q1 		$4K Hold
40
– – ﹤0.01% 1102
2020
Q4 		$4K Hold
40
– – ﹤0.01% 1045
2020
Q3 		$4K Buy
+40
New +$4.14K ﹤0.01% 975

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Harbor Investment Advisory's STIP Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 150 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Harbor Investment Advisory first reported a position in STIP in Q3 2020 and has held it in 12 quarters since. The position peaked at $75.3K in Q4 2025. 194 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Harbor Investment Advisory held 150 shares of iShares 0-5 Year TIPS Bond ETF worth $15.3K as of Q2 2026.
  • Harbor Investment Advisory left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #989 holding.
  • Harbor Investment Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 12 quarters since.
  • Harbor Investment Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $75.3K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.